Connex has several customer matching settings, based on how your QuickBooks customer list is organized.
Customer Matching
Here are the available matches:
| Customer Matches | Example |
| Last Name, First Name | Smith. John |
| First Name, Last Name | John, Smith |
| Single Customer Web Store | Web Store |
| Billing Company Name (If Supplied)/ First Name Last Name | Sync with Connex. If no company, then Joe Example. |
| Billing Company Name (If Supplied)/ Last Name, First Name | Sync with Connex. If no company, then Example, Joe. |
| Billing Company Name (If Supplied) or Web Store | Sync with Connex. If no company, then Web Store. |
| Selling Channel/ Market Place | Amazon |
| Store Name and Currency | Amazon USD |
| Shipping Company Name (If Supplied) First Name, Last Name | Sync with Connex. If no company, then Joe Example. |
| Shipping Company Name (If Supplied) Last Name, First Name | Sync with Connex. If no company, then Example, Joe. |
| Shipping Last Name, First Name | Smith, John |
| Shipping Address Full Name | John T Smith |
| Billing Email as QuickBooks Customer Name | joe@example.com |
| Shipping First Name, Last Name | John Smith |
Single Name Customer Setting
When you select a single name customer mode, Connex will assume that the single name is Web Store. You must tell our software to put all orders under a single customer. In this case, that customer is called ShipStation:
- Login to your Connex account.
- At the Connex Dashboard, click the Manage button in your Selling Channel.
- Expand the Customer.
- Select Single Customer 'Web Store'.
- Under single name customer, enter ShipStation.
- Click save and sync.
How does Connex match companies?
Our system matches the billing address company to the QuickBooks display name as field. We do not match the QuickBooks company field. Here is a screenshot of the QuickBooks display name as field:
Selling Channel Name
If you choose store name, here is an example:
You will see that every order has its own address:
